Task 5: Generate the Roster Report (Post-Import)

IMPORTANT! Validate the data in the report to make sure your import was successful.

Enter the book name and files in which this text inset is used.

BOOK NAME	FILE NAME	NOTES
	OS_KS DC Import Instructions.fm	Used twice

1. Go to Reports > Standard > Community > Roster.

2. Select Breakout Eligibilities from the drop-down list next to Run.

3. Compare the before and after reports.

4. Save the file as a PDF with a descriptive name (for example, AfterElig).

5. Save the report in the import folder (YYYY_Month).